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Relationship Manager, Wealth Management
Job Description & How to Apply Below
Role Overview
Do you know how to give superior investment advice that grows client wealth?
Responsibilities- Develop and maintain trustworthy client partnerships with the main focus on strategic advice
- Implement a quantitative prospect development plan with measurable actions
- Define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
- Provide high-quality investment options for clients, working closely with team members and specialists from other areas
- Grow local market network by referrals and by identifying new prospects
- Make sure clients are managed in a manner that contributes to an effective risk culture on the team
- Previous experience in a relationship management role within wealth management, ideally 5-10 years
- Knowledge of financial products and services
- Proven track record in finding solutions for clients
- Great at building networks and connections (people want to know you)
- Extremely organized, with great planning skills and efficient time management
- Excellent communicator, with great presentation skills
Job Type: Full Time
Job Reference #: 339826
City:
Abu Dhabi
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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